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LWM Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LWM Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
13,362
+3,707
+38% +$356K 0.96% 12
2026
Q1 		$874K Buy
9,655
+6,445
+201% +$602K 0.76% 13
2025
Q4 		$287K Buy
+3,210
New +$284K 0.25% 26

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

LWM Advisors's IEFA Position: Q2 2026 in Review

LWM Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q2 2026, buying an estimated $356K and bringing the position to 13,362 shares worth $1.29M. The position accounts for 0.96% of the portfolio, ranked #12.

LWM Advisors first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • LWM Advisors held 13,362 shares of iShares Core MSCI EAFE ETF worth $1.29M as of Q2 2026.
  • LWM Advisors bought 3,707 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $356K.
  • iShares Core MSCI EAFE ETF made up 0.96% of LWM Advisors's portfolio in Q2 2026, its #12 holding.
  • LWM Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.